KGI Singapore Outlook 2020

Our key themes for 2020 will be:
1) Environmental, Social & Governance (ESG);
2) Technology, with a focus on Semiconductors; and
3) Emerging Asian Markets, especially China.

- Among our top picks for ESG is Sunpower Group (SPWG SP), where we have an Outperform recommendation and target price of S$0.91.

- In technology, our Taiwan colleagues are upbeat on Semiconductor companies. These companies are forming the foundation for the key trends in AI, IoT and Big Data.

Our top pick in this space is AEM Holdings (AEM SP).

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- We do not think the outperformance of REITs, which was driven mainly by yield compression in 2019, will continue in 2020.

Therefore, investors will have to be more selective in the REITs space.

Among our picks are EC World REIT (ECWREIT SP)Manulife US REIT (MUST SP) and Keppel DC REIT (KDCREIT SP).  

Share Prices

Counter NameLastChange
AEM Holdings4.030-0.050
Avi-Tech Electronics0.410-
Best World Int.1.360-
China Sunsine0.485-0.005
Food Empire0.910-0.005
Golden Energy0.155-
GSS Energy0.061-0.002
ISDN Holdings0.575-0.015
IX Biopharma0.245-0.005
JB Foods0.565-0.010
KSH Holdings0.340-
Leader Env0.170-
Medtecs Intl1.100-0.010
Moya Asia0.072-0.001
Nordic Group0.240-
Oxley Holdings0.235-0.005
REX International0.172-0.004
Sri Trang Agro2.250-0.070
Straco Corp.0.560-
Sunpower Group0.800-0.030
The Trendlines0.089-0.002
UG Healthcare0.645-0.015
Uni-Asia Group0.605-0.005
Wilmar Intl5.280-0.120
Yangzijiang Shipbldg1.0700.010
Yinda Infocomm0.120-

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